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Live Your Vision’s State Street Global Allocation ETF GAL Stock Holding History

Live Your Vision’s Portfolio GAL Stock Details GAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2,540
Closed -$84K – 305
2016
Q4 		$84K Hold
2,540
– – 0.04% 89
2016
Q3 		$86K Buy
+2,540
New +$86.2K 0.04% 85

Other funds holding GAL

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Live Your Vision's GAL Position: Q1 2017 in Review

Live Your Vision sold out of State Street Global Allocation ETF (GAL) in Q1 2017, closing a stake of 2,540 shares — an estimated $84K sold.

Live Your Vision first reported a position in GAL in Q3 2016 and held it in 2 quarters. The position peaked at $86K in Q3 2016. 30 funds tracked by Wall St. Rank hold GAL as of Q1 2017.

  • Live Your Vision reported no remaining State Street Global Allocation ETF position as of Q1 2017 after selling out during the quarter.
  • Live Your Vision sold 2,540 State Street Global Allocation ETF shares in Q1 2017, an estimated $84K.
  • Live Your Vision first reported a position in State Street Global Allocation ETF in Q3 2016 and held it in 2 quarters.
  • Live Your Vision's State Street Global Allocation ETF position peaked at $86K in Q3 2016.
  • 30 funds tracked by Wall St. Rank held State Street Global Allocation ETF as of Q1 2017.

Based on Live Your Vision's 13F filing for Q1 2017, filed 11 May 2017.